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Create Account to manage your assets on the Jefferson National Account Management website.

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Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
May 13, 2016

WEBINAR RECORDING: Restricted Stretch - A Simplified Legacy Planning Solution

JeffNat’s Jon Estes explains a recent enhancement to the non-qualified stretch payout option: the restricted stretch. He explores use cases for this legacy planning feature, how to implement it, and steps through The Non-Qualified Stretch Calculator.